Services
Wealth Management - Investments - Retirement Planning - Financial Plans - Life Insurance - IRA, Roth, SEP, Simple 401k & More
Services
Retirement Planning
Risk Management Strategies
Wealth Management
Income Strategies
Portfolio Tax Planning Strategies
Estate Planning, Wealth Transfer Strategies
Social Security Tactics
Education Funding
Team Resources
Private Client Group, BNY Mellon
Market Research Ladenburg Thalman
Collaboration with CPAs
Elder Care Specialists
In-house 401k Specialist
Collaboration with local Estate Planning Attorney
Advanced Market Consultants
Team of 30+ Advisors in the Bay Area with Various Areas of Focus
Tools
IRA, Roth, SEP, 401k, Brokerage
Pension & Retirement Plans
Stocks and Bonds
Mutual Funds
ETFs & UITs
Structured Products
Alternative Investment Strategies
Life Insurance
Long Term Care Insurance (LTCi)
I partner with other professionals in the SF Bay Area and beyond for any financial resources needed. For more information about the services I can offer, send me a quick email or call me.
shad@seascapewealth.com | 808-342-8307